57 lines
2.1 KiB
PHP
57 lines
2.1 KiB
PHP
<?php
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namespace App\Reports;
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use App\Abstracts\Report;
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use App\Models\Banking\Transaction;
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use App\Models\Document\Document;
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use App\Utilities\Recurring;
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class IncomeExpenseSummary extends Report
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{
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public $default_name = 'reports.summary.income_expense';
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public $icon = 'fa fa-chart-pie';
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public function setData()
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{
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$income_transactions = $this->applyFilters(Transaction::with('recurring')->income()->isNotTransfer(), ['date_field' => 'paid_at']);
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$expense_transactions = $this->applyFilters(Transaction::with('recurring')->expense()->isNotTransfer(), ['date_field' => 'paid_at']);
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switch ($this->getSetting('basis')) {
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case 'cash':
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// Revenues
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$revenues = $income_transactions->get();
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$this->setTotals($revenues, 'paid_at', true);
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// Payments
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$payments = $expense_transactions->get();
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$this->setTotals($payments, 'paid_at', true);
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break;
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default:
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// Invoices
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$invoices = $this->applyFilters(Document::invoice()->with('recurring', 'transactions')->accrued(), ['date_field' => 'issued_at'])->get();
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Recurring::reflect($invoices, 'issued_at');
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$this->setTotals($invoices, 'issued_at', true);
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// Revenues
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$revenues = $income_transactions->isNotDocument()->get();
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Recurring::reflect($revenues, 'paid_at');
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$this->setTotals($revenues, 'paid_at', true);
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// Bills
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$bills = $this->applyFilters(Document::bill()->with('recurring', 'transactions')->accrued(), ['date_field' => 'issued_at'])->get();
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Recurring::reflect($bills, 'issued_at');
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$this->setTotals($bills, 'issued_at', true);
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// Payments
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$payments = $expense_transactions->isNotDocument()->get();
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Recurring::reflect($payments, 'paid_at');
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$this->setTotals($payments, 'paid_at', true);
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break;
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}
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}
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}
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